Dearborn Partners’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $225K | Buy |
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|
2023
Q2 | $261K | Buy |
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|
2023
Q1 | $285K | Buy |
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|
2022
Q4 | $312K | Sell |
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|
2022
Q3 | $311K | Buy |
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|
2022
Q2 | $344K | Buy |
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|
2022
Q1 | $383K | Buy |
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|
2021
Q4 | $402K | Buy |
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|
2021
Q3 | $229K | Buy |
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|
2021
Q2 | $227K | Buy |
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|
2021
Q1 | $222K | Buy |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $208K | Buy |
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|
2020
Q1 | $200K | Buy |
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|
2019
Q4 | $205K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $4.15M | Hold |
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|
2016
Q4 | $3.88M | Hold |
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|
2016
Q3 | $3.94M | Hold |
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|
2016
Q2 | $4.6M | Sell |
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|
2016
Q1 | $4.14M | Hold |
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|
2015
Q4 | $3.88M | Sell |
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|
2015
Q3 | $3.5M | Buy |
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|
2015
Q2 | $3.04M | Sell |
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|
2015
Q1 | $3.35M | Buy |
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|
2014
Q4 | $2.55M | Buy |
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|
2014
Q3 | $1.76M | Buy |
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|
2014
Q2 | $1.64M | Buy |
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|
2014
Q1 | $1.31M | Buy |
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|
2013
Q4 | $1.03M | Buy |
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|
2013
Q3 | $747K | Buy |
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|
2013
Q2 | $482K | Buy |
|